Our comprehensive client onboarding workflow has four steps:
Behavioral Assessment Flow
Our mini-questionnaires makes behavioral finance easy to use. You can customize the flow and send a link to your clients to complete at home.
Multi-dimensional Risk Tolerance
Click here for Multi-dimensional Risk Tolerance Assessment.
Demonstrate Value: Analyze Prospect Portfolios
We use efficient frontier visualization to help you analyze the prospect’s portfolios. You will be able to show if risk is aligned and if the portfolio is efficient.
Investment Policy Statement (IPS)
Now the prospect becomes the client, it is time to generate the Investment Policy Statement.
Our state-of-the IPS is the perfect tool to tell their stories:
- The value-add story
- The long-term story
- The fiduciary story
You have now established a solid foundation for a trusting relationship with your new clients.